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Timothy Charles Irvin

Captrust

New York, NY

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-26
  • NY RA
    APPROVED
    Since 2021-02-26

Branch Locations

40 Wall Street 56Th Floor, New York, NY 10005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cammack Larhette Brokerage, Inc. New York NY 10/2014 02/2021
Cammack Larhette Advisors, Llc New York NY 10/2014 02/2021
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2021 Present
Capfinancial Securities Llc Raleigh NC 05/2021 Present
  • 10/2014 → 02/2021
    Cammack Larhette Brokerage, Inc.
    New York, NY
  • 10/2014 → 02/2021
    Cammack Larhette Advisors, Llc
    New York, NY
  • 02/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2021 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2014-11-10 → 2021-05-18
    Cammack Retirement Group
    New York, NY
    Wellesley, MA
    New York, NY
  • 2014-09-23 → 2014-10-27
    Global Retirement Partners Llc
    New York, NY
    San Rafael, CA
  • 2013-04-04 → 2014-10-24
    Financial Telesis Inc
    San Rafael, CA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-28
  • S66 Uniform Combined State Law Examination
    2010-09-28
Designations

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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